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Clarity Human Services

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Clarity Human Services

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  1. In the Customer Portal Resource Directory, it would be useful for users to be able to get directions and navigate to a resource from their current location.

    It would also be useful to have map overlays, like public transportation routes, so users can identify resources that they can reach more easily.

    2 votes

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  2. Since the Edit and Delete buttons are sitting right next to each other, it’s a little too easy to click the wrong one… which I have just successfully demonstrated. I accidentally deleted a user.

    If there were a recovery or “undo” option on that screen, it would make fixing this kind of slip much easier. Otherwise, the only solution is to recreate the user’s profile and then enjoy a generous serving of humble pie while explaining what happened and asking them to reset their password.

    2 votes

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  3. When Pentaho Reports are accessible in the New User Interface, please ensure that it is clear that there is a link to the report's associated Help Desk article. In the current interface, the link does not stand out in any way, and people often don't realize it exists.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  4. It would be fabulous if we could set up Street Outreach programs to auto-exit clients when they enter Emergency Shelter, or obtain housing (enrolled in Perm Housing program or move-in date entered) similar to CE. Often we have agencies that conduct street outreach and they are not the same agency that provides temporary or permanent housing.
    Allowing clients on the street to be auto exited from the SO program with the date and location of either temp or perm housing would enhance data quality for communities.

    2 votes

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    0 comments  ·  Outreach  ·  Admin →
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  5. Under the Program History tab, can we add Move-in-Date between a program's Start Date and End Date. Programs without a Housing Move-In Date would remain blank while Programs like PSH that have one would be whatever is in that Program’s field. This will help audit move-in-dates at a glance.

    2 votes

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  6. After the file has been validated and prior to file being imported, add Match count section to "Data Analysis" that will display the matching type, Regular, Full, No, and then provide the count of clients that were matched and those who were not matched based on matching type...For example, matching type = No would show "0 matched" and "0 not matched" and # client profiles created, which should match the "Data Analysis" # Client Record(s)

    2 votes

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  7. Sometimes, if we hit an unresolvable issue with a field, we have to make a new one - which can impact reporting because that also means we need to make new looks/dashboards, and then we can't aggregate between the old and new version of a field. In some cases, could we look into allowing the field type and other settings to change later/not be permanent?

    Examples include:
    1. swapping a number field to a dollar field and vice versa
    2. swapping a checkbox to a picklist (within reason, probably couldn't go the other way around)

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  8. When using the drill down feature in a look - would like please client UID and/or client name. A lot of times we are looking for lists of clients and the only way to confirm who the client are - is to click into their profiles one by one.

    2 votes

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  9. The program merge tool allows you to enroll group members after a program enrollment has been created for one or more clients.

    The opposite would be helpful as well, a way to remove members from a group enrollment while preserving services.

    2 votes

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    1 comment  ·  Admin →
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  10. View the Phone and Email fields entered under the CONTACT screen AND view the address field entered under the LOCATION screen on the PROFILE screen. Being able to view the CONTACT and LOCATION info. on the PROFILE screen would be helpful for ease of access.

    2 votes

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    0 comments  ·  Services  ·  Admin →
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  11. It'd be nice rather than dissapearring the currently selected agency from the agency list, if it were highlighted.

    I'm occasionally going down the list agency-by-agency, and it'd help to know which one I'm currently on.

    Makes it easier to confidently select the next agency.

    2 votes

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  12. I want to be able to see the Care Team member's assigned agency

    2 votes

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    0 comments  ·  Services  ·  Admin →
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  13. We have several programs in one building in real life, so accordingly we revised our inventory functions to have all programs in one building. Previously, we had them in separate buildings, but needed to merge them so we can reassign units to different programs as needed. So for a while, we got used to sorting by building to get to different programs, but can't do that anymore. It would be great if we could sort by programs the same way we can filter by agency, site, etc. Thank you!

    2 votes

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    0 comments  ·  Inventory  ·  Admin →
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  14. Can Clarity generate an alert when a child is entered as the Head of Household? This will help with avoiding data quality errors due to human error at entry.

    2 votes

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  15. I have a suggestion. Under the section that shows the program enrollment and eligibility, it would be helpful if all organizations filled out their requirements to get into there program. This way, when i am looking to refer my clients to a program i can easily see the requirements for entry. However, I've tried to find a section where i could add my program's requirements so they appear in the referral section, but i haven't been able to locate it. I'm not even sure if such a section exists for adding eligibility details for others to see.

    2 votes

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    0 comments  ·  Referrals  ·  Admin →
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  16. We would like to request that the check-in function on a pending referral and located on the client profile be visible on the audit logs so that we can confirm who checked someone in (and where they did so)

    2 votes

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    0 comments  ·  Referrals  ·  Admin →
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  17. Many screen types in Clarity can be customized in the screen editor section. This includes the ability to add custom fields to these screen types. It would be nice to be able to customize Vendor screens so that details like the Vendor ID and vendor location (custom fields) can be added. This will help with reconciling service funds between HMIS and accounting software.

    2 votes

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  18. We regularly have programs that have a requirement for all of their clients to be entered into CES. We'd love to see a 'canned' report that can pull all clients enrolled in a program AND who are enrolled in (or not enrolled in) CES and who the assigned staff member is for their program.

    Example: Client is enrolled in SO program, report would pull client info, assigned staff info and have a 'yes' or 'no' indicating if the client has an active CES enrollment.

    This would help agencies/programs that have this requirement to pull a report, immediately see which clients…

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
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  19. Please add enrollment CoC to the Program Roster to help users identify participants active within a specific period by the enrollment CoC or add a filter to the report so the roster can be filtered by CoC, or both.

    2 votes

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  20. As a System Administrator, I want to enable 2FA as the default for our instance, while still having the ability to exclude certain user accounts, particularly those shared by volunteers with “Attendance Only” access roles (e.g., those who primarily scan in bed nights, meals, etc.) so that certain users do not have the same requirements to log into Clarity, while still maintaining a higher security level for most accounts.

    Priority Level: 2

    2 votes

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